Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Mid-Cycle
Taking stock of our bullish view
Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our... 
Midterm elections, strong fundamentals and a Santa rally?
Midterm elections, strong fundamentals and a Santa rally? 
Economy gastronomy
Resource utilisation data are red hot, yet global inflation remains subdued. Is this because we’ve been reheating the economy from ‘frozen’ than ‘chilled’? 
Clueless, but not complacent
We explain some of our forecasting philosophies and where, if at all, we might be able to provide some insight about the economic outlook 
Reservations about reserve workers
Just as football teams have reserve players they can use during the busy Christmas period, the Fed believes the US economy still has a large... 
Can bicycle lessons offer investment clues?
In his recent post, James concludes that central bankers, appear to have stabilised the cycle. If this is right, what could it mean for markets? 
Stabilizing the cycle
Just as I switch between holding and letting go of my son as he learns to ride his bike, monetary policymakers might 'let go' of... Recommended content for you
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